CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,287 shares; 2024Q4: 38,548 shares; 2025Q1: 12,391 shares; 2025Q2: 9,742 shares; 2025Q3: 7,765 shares 7,765 $749K 0.01% -1,977 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,196 shares; 2024Q4: 22,872 shares; 2025Q1: 22,267 shares; 2025Q2: 24,773 shares; 2025Q3: 26,131 shares 26,131 $748K 0.01% +1,358 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,033 shares; 2024Q4: 28,238 shares; 2025Q1: 25,362 shares; 2025Q2: 25,668 shares; 2025Q3: 26,566 shares 26,566 $741K 0.01% +898 FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 5,524 shares; 2025Q1: 3,673 shares; 2025Q2: 3,328 shares; 2025Q3: 3,296 shares 3,296 $740K 0.01% -32 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,818 shares; 2024Q4: 5,060 shares; 2025Q1: 5,695 shares; 2025Q2: 6,390 shares; 2025Q3: 4,446 shares 4,446 $739K 0.01% -1,944 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 6,552 shares; 2025Q1: 7,966 shares; 2025Q2: 5,901 shares; 2025Q3: 9,053 shares 9,053 $734K 0.01% +3,152 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 3,004 shares; 2025Q1: not reported; 2025Q2: 4,389 shares; 2025Q3: 13,243 shares 13,243 $732K 0.01% +8,854 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,137 shares; 2025Q1: 5,977 shares; 2025Q2: 4,172 shares; 2025Q3: 4,018 shares 4,018 $730K 0.01% -154 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,670 shares; 2024Q4: 8,922 shares; 2025Q1: 9,996 shares; 2025Q2: 7,768 shares; 2025Q3: 7,771 shares 7,771 $729K 0.01% +3 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,787 shares; 2025Q3: 4,996 shares 4,996 $727K 0.01% +2,209 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 5,806 shares; 2025Q1: 6,912 shares; 2025Q2: 8,673 shares; 2025Q3: 8,729 shares 8,729 $727K 0.01% +56 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,430 shares; 2024Q4: 13,728 shares; 2025Q1: not reported; 2025Q2: 3,690 shares; 2025Q3: 3,598 shares 3,598 $726K 0.01% -92 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,369 shares; 2025Q1: not reported; 2025Q2: 1,189 shares; 2025Q3: 1,247 shares 1,247 $724K 0.01% +58 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 2,291 shares; 2025Q1: 2,391 shares; 2025Q2: 2,321 shares; 2025Q3: 2,573 shares 2,573 $721K 0.01% +252 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,571 shares; 2024Q4: 134,564 shares; 2025Q1: 133,675 shares; 2025Q2: 132,802 shares; 2025Q3: 133,612 shares 133,612 $720K 0.01% +810 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,272 shares; 2024Q4: 9,016 shares; 2025Q1: 11,015 shares; 2025Q2: 10,778 shares; 2025Q3: 12,010 shares 12,010 $717K 0.01% +1,232 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,675 shares; 2025Q1: 4,025 shares; 2025Q2: 5,586 shares; 2025Q3: 5,741 shares 5,741 $715K 0.01% +155 Timeline GDL GDL FD More: the full row for GDL FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,472 shares; 2024Q4: 90,208 shares; 2025Q1: not reported; 2025Q2: 85,652 shares; 2025Q3: 83,351 shares 83,351 $713K 0.01% -2,301 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,485 shares; 2024Q4: 13,375 shares; 2025Q1: 12,403 shares; 2025Q2: 11,830 shares; 2025Q3: 11,367 shares 11,367 $713K 0.01% -463 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,399 shares; 2024Q4: 10,655 shares; 2025Q1: 12,962 shares; 2025Q2: 16,971 shares; 2025Q3: 19,679 shares 19,679 $712K 0.01% +2,708 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,905 shares; 2024Q4: 8,839 shares; 2025Q1: not reported; 2025Q2: 12,942 shares; 2025Q3: 12,487 shares 12,487 $711K 0.01% -455 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 8,288 shares; 2025Q1: 11,303 shares; 2025Q2: 12,682 shares; 2025Q3: 11,321 shares 11,321 $710K 0.01% -1,361 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,541 shares; 2024Q4: 9,491 shares; 2025Q1: 11,650 shares; 2025Q2: 11,815 shares; 2025Q3: 15,288 shares 15,288 $709K 0.01% +3,473 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,411 shares; 2024Q4: 25,576 shares; 2025Q1: 19,458 shares; 2025Q2: 15,633 shares; 2025Q3: 15,989 shares 15,989 $708K 0.01% +356 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,099 shares; 2025Q2: 16,386 shares; 2025Q3: 15,724 shares 15,724 $708K 0.01% -662 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 8,960 shares; 2025Q1: 15,313 shares; 2025Q2: 19,802 shares; 2025Q3: 16,058 shares 16,058 $705K 0.01% -3,744 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,731 shares; 2024Q4: 15,874 shares; 2025Q1: 15,849 shares; 2025Q2: 15,731 shares; 2025Q3: 15,731 shares 15,731 $703K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,015 shares; 2024Q4: 3,425 shares; 2025Q1: 7,634 shares; 2025Q2: 6,927 shares; 2025Q3: 6,305 shares 6,305 $701K 0.01% -622 Timeline VLT INVESCO HIGH INCOME TR II More: the full row for INVESCO HIGH INCOME TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,711 shares; 2024Q4: 66,871 shares; 2025Q1: not reported; 2025Q2: 64,926 shares; 2025Q3: 62,124 shares 62,124 $697K 0.01% -2,802 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,267 shares; 2025Q1: not reported; 2025Q2: 2,190 shares; 2025Q3: 2,323 shares 2,323 $695K 0.01% +133 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,368 shares; 2024Q4: 10,132 shares; 2025Q1: not reported; 2025Q2: 19,050 shares; 2025Q3: 12,789 shares 12,789 $694K 0.01% -6,261 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,753 shares 24,753 $692K 0.01% new Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,394 shares; 2024Q4: 3,821 shares; 2025Q1: 4,451 shares; 2025Q2: 2,917 shares; 2025Q3: 2,962 shares 2,962 $690K 0.01% +45 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,640 shares; 2024Q4: 30,137 shares; 2025Q1: not reported; 2025Q2: 14,599 shares; 2025Q3: 36,923 shares 36,923 $690K 0.01% +22,324 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: 2,155 shares; 2025Q3: 2,275 shares 2,275 $688K 0.01% +120 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,441 shares; 2024Q4: 16,006 shares; 2025Q1: 18,505 shares; 2025Q2: 17,279 shares; 2025Q3: 16,221 shares 16,221 $687K 0.01% -1,058 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 8,706 shares; 2025Q1: 10,881 shares; 2025Q2: 12,325 shares; 2025Q3: 10,579 shares 10,579 $685K 0.01% -1,746 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 29,015 shares; 2025Q1: 32,973 shares; 2025Q2: 39,863 shares; 2025Q3: 49,112 shares 49,112 $683K 0.01% +9,249 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,019 shares; 2024Q4: 8,917 shares; 2025Q1: 9,350 shares; 2025Q2: 9,301 shares; 2025Q3: 9,731 shares 9,731 $681K 0.01% +430 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 5,780 shares; 2025Q1: not reported; 2025Q2: 5,805 shares; 2025Q3: 5,773 shares 5,773 $680K 0.01% -32 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,108 shares; 2025Q1: 17,324 shares; 2025Q2: 27,222 shares; 2025Q3: 39,540 shares 39,540 $679K 0.01% +12,318 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,890 shares; 2024Q4: 5,913 shares; 2025Q1: 5,475 shares; 2025Q2: not reported; 2025Q3: 7,083 shares 7,083 $679K 0.01% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 2,476 shares; 2025Q1: 2,541 shares; 2025Q2: 2,820 shares; 2025Q3: 2,873 shares 2,873 $678K 0.01% +53 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,607 shares; 2024Q4: 8,989 shares; 2025Q1: not reported; 2025Q2: 12,137 shares; 2025Q3: 10,263 shares 10,263 $677K 0.01% -1,874 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,633 shares; 2024Q4: 12,777 shares; 2025Q1: 13,938 shares; 2025Q2: 13,704 shares; 2025Q3: 19,665 shares 19,665 $676K 0.01% +5,961 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,925 shares; 2024Q4: 8,702 shares; 2025Q1: 8,056 shares; 2025Q2: 8,177 shares; 2025Q3: 7,205 shares 7,205 $676K 0.01% -972 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,696 shares 6,696 $675K 0.01% new Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,794 shares; 2025Q2: 3,045 shares; 2025Q3: 3,382 shares 3,382 $675K 0.01% +337 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 4,483 shares; 2025Q1: not reported; 2025Q2: 4,864 shares; 2025Q3: 6,305 shares 6,305 $671K 0.01% +1,441 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 4,812 shares; 2025Q1: 5,719 shares; 2025Q2: 6,402 shares; 2025Q3: 8,017 shares 8,017 $667K 0.01% +1,615 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,115 shares; 2025Q2: 7,845 shares; 2025Q3: 17,817 shares 17,817 $664K 0.01% +9,972 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,329 shares; 2025Q3: 9,688 shares 9,688 $663K 0.01% +5,359 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,961 shares; 2024Q4: 14,950 shares; 2025Q1: 20,042 shares; 2025Q2: 20,329 shares; 2025Q3: 18,541 shares 18,541 $662K 0.01% -1,788 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,386 shares; 2024Q4: 15,608 shares; 2025Q1: 17,255 shares; 2025Q2: 16,202 shares; 2025Q3: 15,740 shares 15,740 $662K 0.01% -462 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,950 shares; 2025Q1: 3,138 shares; 2025Q2: 3,173 shares; 2025Q3: 3,170 shares 3,170 $660K 0.01% -3 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,254 shares; 2024Q4: 6,848 shares; 2025Q1: 6,854 shares; 2025Q2: 7,031 shares; 2025Q3: 5,638 shares 5,638 $660K 0.01% -1,393 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,608 shares; 2024Q4: 4,811 shares; 2025Q1: 5,542 shares; 2025Q2: 5,252 shares; 2025Q3: 5,104 shares 5,104 $658K 0.01% -148 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,970 shares; 2025Q2: 65,256 shares; 2025Q3: 43,738 shares 43,738 $657K 0.01% -21,518 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,154 shares; 2025Q1: 10,329 shares; 2025Q2: 10,079 shares; 2025Q3: 11,442 shares 11,442 $656K 0.01% +1,363 Timeline INTA INTAPP INC More: the full row for INTAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,668 shares; 2025Q3: 16,028 shares 16,028 $656K 0.01% +6,360 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,064 shares; 2025Q1: 2,262 shares; 2025Q2: 4,579 shares; 2025Q3: 4,839 shares 4,839 $651K 0.01% +260 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,060 shares; 2025Q1: 10,801 shares; 2025Q2: 11,209 shares; 2025Q3: 12,372 shares 12,372 $650K 0.01% +1,163 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 10,042 shares; 2025Q1: 14,604 shares; 2025Q2: 16,574 shares; 2025Q3: 18,409 shares 18,409 $645K 0.01% +1,835 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,087 shares; 2025Q2: 8,505 shares; 2025Q3: 8,994 shares 8,994 $645K 0.01% +489 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,948 shares; 2025Q1: 17,893 shares; 2025Q2: 17,877 shares; 2025Q3: 16,326 shares 16,326 $644K 0.01% -1,551 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 4,331 shares; 2025Q1: 5,945 shares; 2025Q2: 6,557 shares; 2025Q3: 7,126 shares 7,126 $638K <0.01% +569 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 7,990 shares; 2025Q1: 7,547 shares; 2025Q2: 7,380 shares; 2025Q3: 7,607 shares 7,607 $638K <0.01% +227 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,538 shares; 2024Q4: 13,288 shares; 2025Q1: 12,954 shares; 2025Q2: 12,918 shares; 2025Q3: 13,028 shares 13,028 $636K <0.01% +110 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,064 shares; 2025Q1: not reported; 2025Q2: 30,961 shares; 2025Q3: 28,624 shares 28,624 $630K <0.01% -2,337 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,852 shares; 2024Q4: 13,334 shares; 2025Q1: 22,559 shares; 2025Q2: 19,034 shares; 2025Q3: 13,622 shares 13,622 $630K <0.01% -5,412 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 4,594 shares; 2025Q1: 6,201 shares; 2025Q2: 4,072 shares; 2025Q3: 6,024 shares 6,024 $629K <0.01% +1,952 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,963 shares; 2024Q4: 28,110 shares; 2025Q1: 7,660 shares; 2025Q2: 7,443 shares; 2025Q3: 7,596 shares 7,596 $628K <0.01% +153 Timeline CAI CARIS LIFE SCIENCES INC More: the full row for CARIS LIFE SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,730 shares 20,730 $627K <0.01% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,464 shares; 2025Q1: 1,629 shares; 2025Q2: 1,721 shares; 2025Q3: 2,695 shares 2,695 $625K <0.01% +974 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,885 shares; 2025Q1: 9,359 shares; 2025Q2: 5,002 shares; 2025Q3: 5,042 shares 5,042 $618K <0.01% +40 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,970 shares 19,970 $617K <0.01% new Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,662 shares; 2025Q1: 1,666 shares; 2025Q2: 1,781 shares; 2025Q3: 2,964 shares 2,964 $616K <0.01% +1,183 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 2,146 shares; 2025Q1: not reported; 2025Q2: 7,516 shares; 2025Q3: 8,920 shares 8,920 $614K <0.01% +1,404 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,188 shares; 2025Q1: 4,879 shares; 2025Q2: 5,208 shares; 2025Q3: 5,981 shares 5,981 $614K <0.01% +773 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,531 shares; 2025Q1: 3,039 shares; 2025Q2: 2,431 shares; 2025Q3: 3,176 shares 3,176 $614K <0.01% +745 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,969 shares; 2024Q4: 4,694 shares; 2025Q1: not reported; 2025Q2: 6,154 shares; 2025Q3: 7,227 shares 7,227 $614K <0.01% +1,073 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,719 shares 18,719 $613K <0.01% new Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 10,124 shares; 2025Q1: 10,397 shares; 2025Q2: 10,825 shares; 2025Q3: 11,908 shares 11,908 $613K <0.01% +1,083 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,738 shares; 2025Q1: 6,934 shares; 2025Q2: 9,798 shares; 2025Q3: 4,718 shares 4,718 $612K <0.01% -5,080 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 4,503 shares; 2025Q1: 4,534 shares; 2025Q2: 3,953 shares; 2025Q3: 4,273 shares 4,273 $611K <0.01% +320 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 3,133 shares; 2025Q1: 3,725 shares; 2025Q2: 3,775 shares; 2025Q3: 2,114 shares 2,114 $611K <0.01% -1,661 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 2,037 shares; 2025Q1: 2,161 shares; 2025Q2: not reported; 2025Q3: 2,177 shares 2,177 $611K <0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,687 shares; 2025Q2: 1,984 shares; 2025Q3: 2,057 shares 2,057 $609K <0.01% +73 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,742 shares; 2024Q4: 4,491 shares; 2025Q1: 4,675 shares; 2025Q2: 5,740 shares; 2025Q3: 5,452 shares 5,452 $605K <0.01% -288 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,372 shares; 2024Q4: 9,005 shares; 2025Q1: 6,038 shares; 2025Q2: 6,609 shares; 2025Q3: 6,353 shares 6,353 $603K <0.01% -256 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,282 shares; 2024Q4: 10,606 shares; 2025Q1: 12,364 shares; 2025Q2: 6,057 shares; 2025Q3: 6,789 shares 6,789 $602K <0.01% +732 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,560 shares 12,560 $602K <0.01% new Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,850 shares; 2025Q2: 3,931 shares; 2025Q3: 5,914 shares 5,914 $599K <0.01% +1,983 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,786 shares; 2024Q4: 14,084 shares; 2025Q1: not reported; 2025Q2: 13,913 shares; 2025Q3: 13,892 shares 13,892 $599K <0.01% -21 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,016 shares; 2024Q4: 231,596 shares; 2025Q1: 271,499 shares; 2025Q2: 262,460 shares; 2025Q3: 63,006 shares 63,006 $596K <0.01% -199,454 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,466 shares; 2025Q1: 2,631 shares; 2025Q2: 2,658 shares; 2025Q3: 2,455 shares 2,455 $596K <0.01% -203 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 9,268 shares; 2025Q1: 10,019 shares; 2025Q2: 7,037 shares; 2025Q3: 7,804 shares 7,804 $595K <0.01% +767 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,435 shares; 2024Q4: 22,868 shares; 2025Q1: 13,772 shares; 2025Q2: 13,876 shares; 2025Q3: 6,495 shares 6,495 $594K <0.01% -7,381 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,593 shares; 2025Q1: 4,935 shares; 2025Q2: 4,723 shares; 2025Q3: 4,624 shares 4,624 $594K <0.01% -99 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,301 shares; 2024Q4: 19,226 shares; 2025Q1: 26,041 shares; 2025Q2: 22,084 shares; 2025Q3: 22,743 shares 22,743 $592K <0.01% +659 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,605 shares; 2024Q4: 7,815 shares; 2025Q1: 8,051 shares; 2025Q2: 9,596 shares; 2025Q3: 8,637 shares 8,637 $591K <0.01% -959 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,149 shares; 2024Q4: 3,825 shares; 2025Q1: 3,409 shares; 2025Q2: 3,161 shares; 2025Q3: 2,879 shares 2,879 $590K <0.01% -282 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 5,573 shares; 2025Q1: 8,819 shares; 2025Q2: 7,994 shares; 2025Q3: 7,019 shares 7,019 $589K <0.01% -975 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,782 shares; 2024Q4: 13,996 shares; 2025Q1: 14,122 shares; 2025Q2: 18,992 shares; 2025Q3: 22,241 shares 22,241 $588K <0.01% +3,249 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,881 shares; 2025Q1: 4,765 shares; 2025Q2: 5,925 shares; 2025Q3: 5,377 shares 5,377 $584K <0.01% -548 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,695 shares; 2024Q4: 5,227 shares; 2025Q1: not reported; 2025Q2: 8,227 shares; 2025Q3: 7,590 shares 7,590 $584K <0.01% -637 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,249 shares; 2024Q4: 19,638 shares; 2025Q1: not reported; 2025Q2: 27,955 shares; 2025Q3: 26,205 shares 26,205 $584K <0.01% -1,750 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,435 shares; 2024Q4: 12,420 shares; 2025Q1: 10,290 shares; 2025Q2: 8,535 shares; 2025Q3: 8,150 shares 8,150 $584K <0.01% -385 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: 4,792 shares; 2025Q1: not reported; 2025Q2: 5,181 shares; 2025Q3: 4,871 shares 4,871 $580K <0.01% -310 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,742 shares; 2024Q4: 12,439 shares; 2025Q1: 24,322 shares; 2025Q2: 19,040 shares; 2025Q3: 20,027 shares 20,027 $579K <0.01% +987 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,644 shares; 2025Q1: not reported; 2025Q2: 5,874 shares; 2025Q3: 6,448 shares 6,448 $578K <0.01% +574 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 6,405 shares; 2025Q1: 7,038 shares; 2025Q2: 7,193 shares; 2025Q3: 6,890 shares 6,890 $577K <0.01% -303 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,880 shares; 2024Q4: 8,784 shares; 2025Q1: 9,900 shares; 2025Q2: 9,779 shares; 2025Q3: 10,207 shares 10,207 $576K <0.01% +428 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,161 shares; 2024Q4: 12,060 shares; 2025Q1: 11,887 shares; 2025Q2: 7,107 shares; 2025Q3: 6,546 shares 6,546 $575K <0.01% -561 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 4,071 shares; 2025Q1: 4,354 shares; 2025Q2: 5,235 shares; 2025Q3: 5,677 shares 5,677 $574K <0.01% +442 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,680 shares; 2025Q1: 6,389 shares; 2025Q2: 7,698 shares; 2025Q3: 7,539 shares 7,539 $573K <0.01% -159 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,893 shares; 2024Q4: 7,602 shares; 2025Q1: 7,816 shares; 2025Q2: 7,089 shares; 2025Q3: 7,840 shares 7,840 $572K <0.01% +751 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,476 shares; 2025Q1: not reported; 2025Q2: 4,599 shares; 2025Q3: 4,387 shares 4,387 $571K <0.01% -212 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,966 shares; 2024Q4: 10,096 shares; 2025Q1: not reported; 2025Q2: 16,452 shares; 2025Q3: 20,132 shares 20,132 $569K <0.01% +3,680 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,835 shares; 2025Q1: 9,402 shares; 2025Q2: 10,699 shares; 2025Q3: 12,591 shares 12,591 $568K <0.01% +1,892 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,299 shares; 2025Q2: 6,137 shares; 2025Q3: 5,499 shares 5,499 $568K <0.01% -638 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 8,378 shares; 2025Q1: 8,055 shares; 2025Q2: 5,878 shares; 2025Q3: 6,329 shares 6,329 $568K <0.01% +451 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,439 shares; 2024Q4: 13,729 shares; 2025Q1: 18,974 shares; 2025Q2: 22,398 shares; 2025Q3: 24,965 shares 24,965 $568K <0.01% +2,567 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,863 shares 6,863 $566K <0.01% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,508 shares; 2024Q4: 18,056 shares; 2025Q1: not reported; 2025Q2: 6,411 shares; 2025Q3: 6,254 shares 6,254 $565K <0.01% -157 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,714 shares 2,714 $565K <0.01% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,456 shares; 2024Q4: 6,273 shares; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: 1,631 shares 1,631 $564K <0.01% +52 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,694 shares; 2024Q4: 172,932 shares; 2025Q1: 170,522 shares; 2025Q2: 165,627 shares; 2025Q3: 43,304 shares 43,304 $563K <0.01% -122,323 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,249 shares; 2024Q4: 5,300 shares; 2025Q1: not reported; 2025Q2: 6,034 shares; 2025Q3: 5,681 shares 5,681 $560K <0.01% -353 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,763 shares; 2024Q4: 12,540 shares; 2025Q1: 14,299 shares; 2025Q2: 18,261 shares; 2025Q3: 18,206 shares 18,206 $559K <0.01% -55 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 4,757 shares; 2025Q1: not reported; 2025Q2: 5,052 shares; 2025Q3: 3,492 shares 3,492 $558K <0.01% -1,560 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,355 shares; 2024Q4: 23,110 shares; 2025Q1: 25,806 shares; 2025Q2: 22,650 shares; 2025Q3: 25,640 shares 25,640 $557K <0.01% +2,990 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,277 shares; 2024Q4: 29,700 shares; 2025Q1: not reported; 2025Q2: 39,747 shares; 2025Q3: 45,077 shares 45,077 $556K <0.01% +5,330 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 8,444 shares; 2025Q1: 9,255 shares; 2025Q2: 10,259 shares; 2025Q3: 13,468 shares 13,468 $554K <0.01% +3,209 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,937 shares; 2024Q4: 13,055 shares; 2025Q1: 10,987 shares; 2025Q2: not reported; 2025Q3: 11,550 shares 11,550 $554K <0.01% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,197 shares; 2025Q2: 6,237 shares; 2025Q3: 5,715 shares 5,715 $552K <0.01% -522 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,503 shares; 2024Q4: 12,163 shares; 2025Q1: 17,009 shares; 2025Q2: 11,630 shares; 2025Q3: 12,168 shares 12,168 $551K <0.01% +538 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,096 shares; 2024Q4: 31,682 shares; 2025Q1: 28,813 shares; 2025Q2: 38,653 shares; 2025Q3: 34,268 shares 34,268 $549K <0.01% -4,385 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,889 shares; 2024Q4: 13,539 shares; 2025Q1: 12,753 shares; 2025Q2: 12,637 shares; 2025Q3: 11,909 shares 11,909 $549K <0.01% -728 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,741 shares; 2025Q1: 7,353 shares; 2025Q2: 7,238 shares; 2025Q3: 9,069 shares 9,069 $546K <0.01% +1,831 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 7,707 shares; 2025Q1: 6,625 shares; 2025Q2: 6,472 shares; 2025Q3: 13,067 shares 13,067 $546K <0.01% +6,595 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,080 shares; 2024Q4: 21,925 shares; 2025Q1: not reported; 2025Q2: 16,290 shares; 2025Q3: 14,887 shares 14,887 $546K <0.01% -1,403 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,560 shares 2,560 $545K <0.01% new Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 5,590 shares; 2025Q1: not reported; 2025Q2: 5,686 shares; 2025Q3: 3,401 shares 3,401 $542K <0.01% -2,285 Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,752 shares 22,752 $542K <0.01% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,345 shares; 2024Q4: 7,412 shares; 2025Q1: 8,123 shares; 2025Q2: 8,131 shares; 2025Q3: 8,476 shares 8,476 $541K <0.01% +345 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,296 shares; 2024Q4: 9,011 shares; 2025Q1: 10,297 shares; 2025Q2: 10,903 shares; 2025Q3: 12,898 shares 12,898 $541K <0.01% +1,995 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,852 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,019 shares 4,019 $540K <0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,621 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,845 shares 2,845 $539K <0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 7,643 shares; 2025Q1: 8,690 shares; 2025Q2: 8,365 shares; 2025Q3: 9,436 shares 9,436 $537K <0.01% +1,071 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,671 shares; 2024Q4: 9,138 shares; 2025Q1: not reported; 2025Q2: 5,983 shares; 2025Q3: 10,384 shares 10,384 $535K <0.01% +4,401 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,116 shares; 2025Q1: 8,908 shares; 2025Q2: 9,068 shares; 2025Q3: 8,861 shares 8,861 $532K <0.01% -207 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,866 shares; 2025Q3: 7,282 shares 7,282 $532K <0.01% +416 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,900 shares; 2025Q1: 9,343 shares; 2025Q2: 10,494 shares; 2025Q3: 9,758 shares 9,758 $531K <0.01% -736 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,142 shares; 2025Q3: 1,742 shares 1,742 $531K <0.01% +600 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,682 shares; 2024Q4: 15,287 shares; 2025Q1: 15,641 shares; 2025Q2: 16,207 shares; 2025Q3: 14,984 shares 14,984 $530K <0.01% -1,223 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,865 shares; 2025Q1: not reported; 2025Q2: 4,455 shares; 2025Q3: 4,335 shares 4,335 $529K <0.01% -120 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,854 shares; 2025Q2: 18,096 shares; 2025Q3: 14,395 shares 14,395 $529K <0.01% -3,701 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,070 shares 18,070 $529K <0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,418 shares; 2024Q4: 13,927 shares; 2025Q1: 15,255 shares; 2025Q2: 12,526 shares; 2025Q3: 15,801 shares 15,801 $527K <0.01% +3,275 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,986 shares; 2025Q1: not reported; 2025Q2: 3,177 shares; 2025Q3: 3,270 shares 3,270 $526K <0.01% +93 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 4,114 shares; 2025Q1: 3,652 shares; 2025Q2: 3,630 shares; 2025Q3: 3,688 shares 3,688 $523K <0.01% +58 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,616 shares; 2024Q4: 3,213 shares; 2025Q1: 4,231 shares; 2025Q2: 5,160 shares; 2025Q3: 5,831 shares 5,831 $523K <0.01% +671 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,081 shares; 2025Q1: not reported; 2025Q2: 8,950 shares; 2025Q3: 13,139 shares 13,139 $523K <0.01% +4,189 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,651 shares; 2025Q1: 7,358 shares; 2025Q2: 8,812 shares; 2025Q3: 12,637 shares 12,637 $522K <0.01% +3,825 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,390 shares; 2025Q1: 3,809 shares; 2025Q2: 6,875 shares; 2025Q3: 6,713 shares 6,713 $519K <0.01% -162 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,096 shares; 2025Q1: not reported; 2025Q2: 8,959 shares; 2025Q3: 10,154 shares 10,154 $518K <0.01% +1,195 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,100 shares; 2025Q2: 11,337 shares; 2025Q3: 11,718 shares 11,718 $518K <0.01% +381 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,520 shares; 2025Q1: not reported; 2025Q2: 3,877 shares; 2025Q3: 4,379 shares 4,379 $518K <0.01% +502 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,068 shares; 2024Q4: 19,776 shares; 2025Q1: 18,913 shares; 2025Q2: 18,829 shares; 2025Q3: 18,957 shares 18,957 $517K <0.01% +128 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,888 shares; 2024Q4: not reported; 2025Q1: 14,108 shares; 2025Q2: 14,940 shares; 2025Q3: 16,804 shares 16,804 $515K <0.01% +1,864 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,610 shares; 2024Q4: 9,377 shares; 2025Q1: not reported; 2025Q2: 10,353 shares; 2025Q3: 11,041 shares 11,041 $515K <0.01% +688 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,798 shares; 2025Q2: 3,278 shares; 2025Q3: 3,467 shares 3,467 $514K <0.01% +189 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,997 shares; 2024Q4: 13,048 shares; 2025Q1: 10,112 shares; 2025Q2: 6,909 shares; 2025Q3: 5,127 shares 5,127 $512K <0.01% -1,782 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,809 shares; 2024Q4: 7,438 shares; 2025Q1: 8,085 shares; 2025Q2: 7,364 shares; 2025Q3: 6,734 shares 6,734 $510K <0.01% -630 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 4,469 shares; 2025Q1: 4,108 shares; 2025Q2: 4,238 shares; 2025Q3: 3,976 shares 3,976 $509K <0.01% -262 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,781 shares; 2025Q1: 3,827 shares; 2025Q2: not reported; 2025Q3: 4,008 shares 4,008 $509K <0.01% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 3,758 shares; 2025Q1: not reported; 2025Q2: 1,663 shares; 2025Q3: 1,448 shares 1,448 $507K <0.01% -215 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,566 shares; 2024Q4: 5,831 shares; 2025Q1: not reported; 2025Q2: 8,125 shares; 2025Q3: 8,538 shares 8,538 $507K <0.01% +413 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 3,119 shares; 2025Q1: 3,153 shares; 2025Q2: not reported; 2025Q3: 3,022 shares 3,022 $506K <0.01% new Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,949 shares; 2025Q2: 6,949 shares; 2025Q3: 10,075 shares 10,075 $505K <0.01% +3,126 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,811 shares; 2025Q1: not reported; 2025Q2: 1,310 shares; 2025Q3: 1,078 shares 1,078 $504K <0.01% -232 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,793 shares; 2025Q1: 3,032 shares; 2025Q2: 2,864 shares; 2025Q3: 3,014 shares 3,014 $504K <0.01% +150 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,833 shares; 2025Q1: not reported; 2025Q2: 2,918 shares; 2025Q3: 3,397 shares 3,397 $501K <0.01% +479 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,495 shares; 2024Q4: 26,070 shares; 2025Q1: 44,218 shares; 2025Q2: 51,734 shares; 2025Q3: 54,859 shares 54,859 $500K <0.01% +3,125 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,290 shares; 2024Q4: 9,301 shares; 2025Q1: 10,868 shares; 2025Q2: 10,118 shares; 2025Q3: 11,003 shares 11,003 $498K <0.01% +885 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,092 shares; 2024Q4: 23,049 shares; 2025Q1: 22,168 shares; 2025Q2: 21,151 shares; 2025Q3: 22,272 shares 22,272 $498K <0.01% +1,121 Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,101 shares; 2025Q2: 12,957 shares; 2025Q3: 11,213 shares 11,213 $497K <0.01% -1,744 IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 3,938 shares; 2025Q1: not reported; 2025Q2: 4,942 shares; 2025Q3: 4,979 shares 4,979 $496K <0.01% +37 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,056 shares; 2024Q4: 5,133 shares; 2025Q1: 5,815 shares; 2025Q2: 6,803 shares; 2025Q3: 8,268 shares 8,268 $494K <0.01% +1,465 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,153 shares; 2024Q4: 15,800 shares; 2025Q1: 16,539 shares; 2025Q2: 16,232 shares; 2025Q3: 16,221 shares 16,221 $494K <0.01% -11 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,763 shares 2,763 $493K <0.01% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,391 shares; 2025Q3: 9,454 shares 9,454 $492K <0.01% +2,063 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,997 shares 24,997 $491K <0.01% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,118 shares; 2024Q4: 8,100 shares; 2025Q1: 7,386 shares; 2025Q2: 6,576 shares; 2025Q3: 11,119 shares 11,119 $490K <0.01% +4,543 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 3,660 shares; 2025Q1: 3,857 shares; 2025Q2: 3,758 shares; 2025Q3: 3,703 shares 3,703 $489K <0.01% -55 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,233 shares; 2025Q1: 2,900 shares; 2025Q2: 2,771 shares; 2025Q3: 3,845 shares 3,845 $487K <0.01% +1,074 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,063 shares; 2024Q4: 17,869 shares; 2025Q1: 17,869 shares; 2025Q2: 14,675 shares; 2025Q3: 13,476 shares 13,476 $487K <0.01% -1,199 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,111 shares 10,111 $485K <0.01% new Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,557 shares; 2024Q4: 27,651 shares; 2025Q1: 31,828 shares; 2025Q2: 34,363 shares; 2025Q3: 33,022 shares 33,022 $483K <0.01% -1,341 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,307 shares; 2025Q1: 3,066 shares; 2025Q2: 3,203 shares; 2025Q3: 3,447 shares 3,447 $483K <0.01% +244 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 2,876 shares; 2025Q1: 3,153 shares; 2025Q2: 3,714 shares; 2025Q3: 3,451 shares 3,451 $482K <0.01% -263 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,453 shares; 2024Q4: 8,444 shares; 2025Q1: 8,030 shares; 2025Q2: 7,146 shares; 2025Q3: 5,810 shares 5,810 $482K <0.01% -1,336 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,738 shares; 2024Q4: 4,710 shares; 2025Q1: 4,625 shares; 2025Q2: 4,706 shares; 2025Q3: 4,666 shares 4,666 $482K <0.01% -40 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 3,601 shares; 2025Q1: not reported; 2025Q2: 4,221 shares; 2025Q3: 3,985 shares 3,985 $482K <0.01% -236 Timeline BKSE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,706 shares; 2025Q3: 4,371 shares 4,371 $482K <0.01% +1,665 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,083 shares; 2025Q3: 4,465 shares 4,465 $481K <0.01% -1,618 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 4,350 shares; 2025Q1: 4,332 shares; 2025Q2: 4,105 shares; 2025Q3: 3,599 shares 3,599 $480K <0.01% -506 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,073 shares; 2025Q1: not reported; 2025Q2: 1,520 shares; 2025Q3: 2,081 shares 2,081 $479K <0.01% +561 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,839 shares 4,839 $478K <0.01% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,149 shares 7,149 $478K <0.01% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,354 shares; 2024Q4: 10,417 shares; 2025Q1: 22,012 shares; 2025Q2: 13,659 shares; 2025Q3: 13,620 shares 13,620 $475K <0.01% -39 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,023 shares; 2025Q1: 973 shares; 2025Q2: 2,090 shares; 2025Q3: 2,448 shares 2,448 $474K <0.01% +358 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,126 shares; 2024Q4: 11,559 shares; 2025Q1: not reported; 2025Q2: 12,109 shares; 2025Q3: 13,434 shares 13,434 $474K <0.01% +1,325 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,998 shares; 2025Q1: not reported; 2025Q2: 2,936 shares; 2025Q3: 2,898 shares 2,898 $473K <0.01% -38 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,837 shares; 2025Q3: 35,864 shares 35,864 $472K <0.01% +27 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,625 shares; 2024Q4: 8,278 shares; 2025Q1: not reported; 2025Q2: 8,187 shares; 2025Q3: 5,908 shares 5,908 $472K <0.01% -2,279 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,806 shares 14,806 $468K <0.01% new Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,858 shares; 2025Q1: 1,963 shares; 2025Q2: 2,760 shares; 2025Q3: 2,826 shares 2,826 $468K <0.01% +66 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,408 shares; 2024Q4: 10,527 shares; 2025Q1: not reported; 2025Q2: 9,089 shares; 2025Q3: 7,405 shares 7,405 $467K <0.01% -1,684 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,841 shares; 2024Q4: 31,173 shares; 2025Q1: not reported; 2025Q2: 34,847 shares; 2025Q3: 40,061 shares 40,061 $465K <0.01% +5,214 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,362 shares; 2024Q4: 5,590 shares; 2025Q1: 3,918 shares; 2025Q2: 3,574 shares; 2025Q3: 3,452 shares 3,452 $465K <0.01% -122 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,655 shares; 2024Q4: 11,988 shares; 2025Q1: 12,227 shares; 2025Q2: 13,474 shares; 2025Q3: 15,223 shares 15,223 $462K <0.01% +1,749 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,937 shares; 2024Q4: 13,787 shares; 2025Q1: 12,441 shares; 2025Q2: not reported; 2025Q3: 14,869 shares 14,869 $462K <0.01% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,369 shares; 2025Q1: 2,671 shares; 2025Q2: 2,131 shares; 2025Q3: 1,851 shares 1,851 $458K <0.01% -280 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 3,460 shares; 2025Q1: not reported; 2025Q2: 17,677 shares; 2025Q3: 17,524 shares 17,524 $458K <0.01% -153 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,585 shares 21,585 $458K <0.01% new Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,414 shares; 2025Q3: 2,385 shares 2,385 $457K <0.01% +971 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,064 shares; 2024Q4: 4,646 shares; 2025Q1: 5,304 shares; 2025Q2: 4,576 shares; 2025Q3: 4,399 shares 4,399 $457K <0.01% -177 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,094 shares; 2024Q4: 12,701 shares; 2025Q1: 21,051 shares; 2025Q2: 16,202 shares; 2025Q3: 16,267 shares 16,267 $455K <0.01% +65 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 5,477 shares; 2025Q1: 5,838 shares; 2025Q2: 5,681 shares; 2025Q3: 5,692 shares 5,692 $452K <0.01% +11 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,133 shares; 2024Q4: 24,700 shares; 2025Q1: 31,453 shares; 2025Q2: 22,748 shares; 2025Q3: 23,548 shares 23,548 $451K <0.01% +800 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,464 shares; 2024Q4: 17,868 shares; 2025Q1: not reported; 2025Q2: 25,183 shares; 2025Q3: 20,485 shares 20,485 $450K <0.01% -4,698 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,878 shares; 2024Q4: 7,444 shares; 2025Q1: 8,361 shares; 2025Q2: 8,439 shares; 2025Q3: 8,692 shares 8,692 $449K <0.01% +253 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,387 shares; 2025Q1: 4,801 shares; 2025Q2: 5,035 shares; 2025Q3: 4,998 shares 4,998 $448K <0.01% -37 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 3,038 shares; 2025Q1: not reported; 2025Q2: 3,138 shares; 2025Q3: 2,644 shares 2,644 $447K <0.01% -494 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,567 shares; 2024Q4: 15,317 shares; 2025Q1: 15,317 shares; 2025Q2: 14,681 shares; 2025Q3: 14,325 shares 14,325 $446K <0.01% -356 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,882 shares 41,882 $445K <0.01% new Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,575 shares; 2025Q2: 5,075 shares; 2025Q3: 8,577 shares 8,577 $445K <0.01% +3,502 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,387 shares; 2025Q1: not reported; 2025Q2: 13,644 shares; 2025Q3: 7,888 shares 7,888 $445K <0.01% -5,756 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,594 shares; 2025Q1: not reported; 2025Q2: 1,296 shares; 2025Q3: 1,098 shares 1,098 $444K <0.01% -198 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,869 shares 27,869 $444K <0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,442 shares; 2024Q4: 38,714 shares; 2025Q1: not reported; 2025Q2: 37,754 shares; 2025Q3: 38,225 shares 38,225 $443K <0.01% +471 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 4,501 shares; 2025Q1: 4,780 shares; 2025Q2: 4,319 shares; 2025Q3: 4,139 shares 4,139 $442K <0.01% -180 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 3,009 shares; 2025Q1: not reported; 2025Q2: 2,998 shares; 2025Q3: 2,853 shares 2,853 $441K <0.01% -145 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,075 shares; 2025Q1: not reported; 2025Q2: 1,527 shares; 2025Q3: 1,530 shares 1,530 $441K <0.01% +3 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,374 shares; 2024Q4: 66,636 shares; 2025Q1: not reported; 2025Q2: 64,815 shares; 2025Q3: 4,626 shares 4,626 $440K <0.01% -60,189 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 2,550 shares; 2025Q1: 3,424 shares; 2025Q2: 2,428 shares; 2025Q3: 3,157 shares 3,157 $440K <0.01% +729 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,692 shares; 2025Q3: 19,159 shares 19,159 $440K <0.01% +2,467 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 6,893 shares; 2025Q1: 6,888 shares; 2025Q2: 6,723 shares; 2025Q3: 6,190 shares 6,190 $440K <0.01% -533 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: 4,273 shares; 2025Q1: 4,068 shares; 2025Q2: 3,952 shares; 2025Q3: 3,124 shares 3,124 $440K <0.01% -828 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,128 shares; 2024Q4: 4,924 shares; 2025Q1: 5,434 shares; 2025Q2: 5,087 shares; 2025Q3: 5,955 shares 5,955 $437K <0.01% +868 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,609 shares 10,609 $437K <0.01% new Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 7,405 shares; 2025Q1: not reported; 2025Q2: 8,694 shares; 2025Q3: 7,611 shares 7,611 $436K <0.01% -1,083 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,481 shares; 2024Q4: 11,441 shares; 2025Q1: not reported; 2025Q2: 10,536 shares; 2025Q3: 10,759 shares 10,759 $436K <0.01% +223 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,380 shares; 2025Q3: 18,652 shares 18,652 $436K <0.01% +7,272 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,983 shares; 2024Q4: 34,132 shares; 2025Q1: 24,160 shares; 2025Q2: 22,305 shares; 2025Q3: 25,562 shares 25,562 $435K <0.01% +3,257 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,981 shares; 2025Q3: 6,251 shares 6,251 $435K <0.01% +270 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,187 shares; 2025Q1: not reported; 2025Q2: 12,679 shares; 2025Q3: 11,982 shares 11,982 $433K <0.01% -697 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,610 shares; 2024Q4: 11,610 shares; 2025Q1: 12,610 shares; 2025Q2: 12,935 shares; 2025Q3: 17,258 shares 17,258 $433K <0.01% +4,323 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 4,298 shares; 2025Q1: 5,222 shares; 2025Q2: 5,515 shares; 2025Q3: 4,907 shares 4,907 $432K <0.01% -608 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,272 shares; 2024Q4: 9,493 shares; 2025Q1: 8,133 shares; 2025Q2: 8,918 shares; 2025Q3: 8,745 shares 8,745 $431K <0.01% -173 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 1,090 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,335 shares 1,335 $431K <0.01% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 2,258 shares; 2025Q1: not reported; 2025Q2: 2,635 shares; 2025Q3: 3,029 shares 3,029 $431K <0.01% +394 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,425 shares; 2024Q4: 6,425 shares; 2025Q1: not reported; 2025Q2: 9,245 shares; 2025Q3: 7,619 shares 7,619 $431K <0.01% -1,626 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,949 shares; 2025Q1: 8,750 shares; 2025Q2: 9,155 shares; 2025Q3: 9,083 shares 9,083 $430K <0.01% -72 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,848 shares 7,848 $430K <0.01% new Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,222 shares; 2024Q4: 9,990 shares; 2025Q1: 10,282 shares; 2025Q2: 9,937 shares; 2025Q3: 10,809 shares 10,809 $428K <0.01% +872 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,883 shares; 2024Q4: 6,443 shares; 2025Q1: not reported; 2025Q2: 8,323 shares; 2025Q3: 6,297 shares 6,297 $425K <0.01% -2,026 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,927 shares; 2025Q3: 3,062 shares 3,062 $425K <0.01% +135 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: 2,872 shares; 2025Q1: 3,449 shares; 2025Q2: 4,067 shares; 2025Q3: 4,290 shares 4,290 $422K <0.01% +223 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 896 shares; 2025Q1: 832 shares; 2025Q2: 1,164 shares; 2025Q3: 906 shares 906 $420K <0.01% -258 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,281 shares; 2024Q4: 10,852 shares; 2025Q1: 13,625 shares; 2025Q2: 14,315 shares; 2025Q3: 13,750 shares 13,750 $420K <0.01% -565 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,843 shares; 2025Q3: 4,576 shares 4,576 $420K <0.01% -267 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,797 shares 16,797 $420K <0.01% new Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 2,599 shares; 2025Q1: 3,687 shares; 2025Q2: 3,168 shares; 2025Q3: 3,107 shares 3,107 $419K <0.01% -61 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,974 shares; 2024Q4: 60,701 shares; 2025Q1: 12,565 shares; 2025Q2: 12,368 shares; 2025Q3: 14,077 shares 14,077 $417K <0.01% +1,709 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,749 shares; 2025Q1: 3,971 shares; 2025Q2: 3,908 shares; 2025Q3: 4,120 shares 4,120 $415K <0.01% +212 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,544 shares; 2024Q4: 5,087 shares; 2025Q1: not reported; 2025Q2: 4,027 shares; 2025Q3: 5,328 shares 5,328 $414K <0.01% +1,301 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,257 shares; 2025Q3: 9,507 shares 9,507 $414K <0.01% +3,250 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 6,990 shares; 2025Q1: not reported; 2025Q2: 9,499 shares; 2025Q3: 11,749 shares 11,749 $414K <0.01% +2,250 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,213 shares; 2024Q4: 4,714 shares; 2025Q1: 4,704 shares; 2025Q2: 4,676 shares; 2025Q3: 2,936 shares 2,936 $413K <0.01% -1,740 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,032 shares; 2024Q4: 8,465 shares; 2025Q1: 8,290 shares; 2025Q2: 5,922 shares; 2025Q3: 6,120 shares 6,120 $413K <0.01% +198 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,199 shares; 2024Q4: 22,812 shares; 2025Q1: 22,036 shares; 2025Q2: 20,449 shares; 2025Q3: 19,514 shares 19,514 $413K <0.01% -935 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,614 shares; 2025Q1: 2,314 shares; 2025Q2: 2,353 shares; 2025Q3: 984 shares 984 $412K <0.01% -1,369 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,292 shares; 2025Q1: not reported; 2025Q2: 5,542 shares; 2025Q3: 7,769 shares 7,769 $411K <0.01% +2,227 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,964 shares; 2024Q4: 3,964 shares; 2025Q1: 3,889 shares; 2025Q2: not reported; 2025Q3: 1,504 shares 1,504 $409K <0.01% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,057 shares; 2024Q4: 40,725 shares; 2025Q1: 39,343 shares; 2025Q2: 36,688 shares; 2025Q3: 36,808 shares 36,808 $408K <0.01% +120 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,556 shares 6,556 $408K <0.01% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,712 shares; 2025Q3: 1,923 shares 1,923 $407K <0.01% +211 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,668 shares; 2025Q1: 12,726 shares; 2025Q2: 12,683 shares; 2025Q3: 12,640 shares 12,640 $407K <0.01% -43 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,121 shares; 2024Q4: 48,219 shares; 2025Q1: not reported; 2025Q2: 48,442 shares; 2025Q3: 48,995 shares 48,995 $405K <0.01% +553 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,922 shares; 2024Q4: 10,630 shares; 2025Q1: not reported; 2025Q2: 8,534 shares; 2025Q3: 8,595 shares 8,595 $404K <0.01% +61 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,900 shares; 2025Q3: 3,053 shares 3,053 $404K <0.01% -847 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 5,016 shares; 2025Q1: 5,016 shares; 2025Q2: 4,663 shares; 2025Q3: 7,219 shares 7,219 $404K <0.01% +2,556 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 3,699 shares; 2025Q1: 3,418 shares; 2025Q2: 3,357 shares; 2025Q3: 4,326 shares 4,326 $404K <0.01% +969 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,623 shares; 2025Q3: 2,828 shares 2,828 $404K <0.01% +205 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,422 shares; 2024Q4: 13,266 shares; 2025Q1: not reported; 2025Q2: 3,647 shares; 2025Q3: 4,261 shares 4,261 $402K <0.01% +614 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,597 shares; 2025Q1: 1,579 shares; 2025Q2: 1,576 shares; 2025Q3: 1,576 shares 1,576 $401K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,220 shares; 2024Q4: 24,094 shares; 2025Q1: 14,914 shares; 2025Q2: 17,599 shares; 2025Q3: 8,193 shares 8,193 $401K <0.01% -9,406 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,248 shares; 2024Q4: 11,091 shares; 2025Q1: 11,925 shares; 2025Q2: 11,141 shares; 2025Q3: 11,992 shares 11,992 $399K <0.01% +851 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,007 shares; 2025Q1: 4,331 shares; 2025Q2: 5,705 shares; 2025Q3: 4,269 shares 4,269 $399K <0.01% -1,436 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 2,192 shares; 2025Q1: 2,350 shares; 2025Q2: not reported; 2025Q3: 2,805 shares 2,805 $396K <0.01% new Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,512 shares; 2025Q2: 4,465 shares; 2025Q3: 4,436 shares 4,436 $395K <0.01% -29 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 4,528 shares; 2025Q1: 4,311 shares; 2025Q2: 3,363 shares; 2025Q3: 3,788 shares 3,788 $395K <0.01% +425 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,942 shares; 2024Q4: 29,724 shares; 2025Q1: 28,682 shares; 2025Q2: 31,823 shares; 2025Q3: 6,345 shares 6,345 $395K <0.01% -25,478 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,067 shares; 2024Q4: 46,866 shares; 2025Q1: 43,545 shares; 2025Q2: 17,951 shares; 2025Q3: 18,018 shares 18,018 $392K <0.01% +67 Timeline IBIF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,310 shares; 2025Q1: 9,710 shares; 2025Q2: 12,985 shares; 2025Q3: 14,785 shares 14,785 $392K <0.01% +1,800 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,518 shares; 2024Q4: not reported; 2025Q1: 8,849 shares; 2025Q2: 12,305 shares; 2025Q3: 12,142 shares 12,142 $391K <0.01% -163 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,551 shares; 2025Q3: 10,204 shares 10,204 $388K <0.01% +2,653 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,603 shares; 2025Q1: not reported; 2025Q2: 4,242 shares; 2025Q3: 7,657 shares 7,657 $387K <0.01% +3,415 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,822 shares; 2025Q3: 2,799 shares 2,799 $386K <0.01% -23 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,006 shares; 2025Q3: 9,387 shares 9,387 $386K <0.01% +1,381 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,768 shares; 2025Q2: 4,618 shares; 2025Q3: 7,815 shares 7,815 $385K <0.01% +3,197 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,150 shares; 2024Q4: 11,352 shares; 2025Q1: not reported; 2025Q2: 11,656 shares; 2025Q3: 13,054 shares 13,054 $383K <0.01% +1,398 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,400 shares; 2024Q4: 20,193 shares; 2025Q1: 16,483 shares; 2025Q2: 22,419 shares; 2025Q3: 21,269 shares 21,269 $383K <0.01% -1,150 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 1,070 shares; 2025Q1: 921 shares; 2025Q2: 946 shares; 2025Q3: 979 shares 979 $383K <0.01% +33 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,819 shares; 2024Q4: 10,343 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,470 shares 13,470 $383K <0.01% new Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,747 shares; 2025Q2: 11,157 shares; 2025Q3: 11,277 shares 11,277 $379K <0.01% +120 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 2,167 shares; 2025Q1: 2,784 shares; 2025Q2: 3,178 shares; 2025Q3: 3,807 shares 3,807 $378K <0.01% +629 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,551 shares; 2025Q1: not reported; 2025Q2: 2,335 shares; 2025Q3: 2,514 shares 2,514 $376K <0.01% +179 Timeline BKEM BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,109 shares 5,109 $375K <0.01% new Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,447 shares; 2025Q1: 27,422 shares; 2025Q2: 27,257 shares; 2025Q3: 14,215 shares 14,215 $374K <0.01% -13,042 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,417 shares; 2025Q2: 5,418 shares; 2025Q3: 5,916 shares 5,916 $374K <0.01% +498 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,365 shares; 2025Q1: 3,625 shares; 2025Q2: 3,586 shares; 2025Q3: 3,535 shares 3,535 $372K <0.01% -51 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,706 shares 2,706 $372K <0.01% new Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,182 shares; 2025Q3: 9,182 shares 9,182 $372K <0.01% 0 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,834 shares; 2024Q4: 8,411 shares; 2025Q1: 9,397 shares; 2025Q2: 9,757 shares; 2025Q3: 10,673 shares 10,673 $371K <0.01% +916 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,173 shares; 2025Q1: not reported; 2025Q2: 1,758 shares; 2025Q3: 1,384 shares 1,384 $370K <0.01% -374 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,223 shares; 2024Q4: 19,571 shares; 2025Q1: 22,594 shares; 2025Q2: 23,229 shares; 2025Q3: 45,182 shares 45,182 $370K <0.01% +21,953 ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 13,321 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,272 shares 4,272 $369K <0.01% new Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,665 shares; 2025Q1: not reported; 2025Q2: 1,591 shares; 2025Q3: 1,451 shares 1,451 $368K <0.01% -140 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,879 shares; 2024Q4: 4,008 shares; 2025Q1: 3,683 shares; 2025Q2: 3,707 shares; 2025Q3: 3,180 shares 3,180 $366K <0.01% -527 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,855 shares; 2025Q2: 13,711 shares; 2025Q3: 13,497 shares 13,497 $365K <0.01% -214 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 9,838 shares; 2025Q1: not reported; 2025Q2: 8,109 shares; 2025Q3: 8,273 shares 8,273 $364K <0.01% +164 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,349 shares; 2025Q1: 3,540 shares; 2025Q2: 4,729 shares; 2025Q3: 6,205 shares 6,205 $364K <0.01% +1,476 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 1,262 shares; 2025Q1: 1,427 shares; 2025Q2: 1,402 shares; 2025Q3: 1,382 shares 1,382 $363K <0.01% -20 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 656 shares; 2025Q2: 699 shares; 2025Q3: 786 shares 786 $360K <0.01% +87 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,648 shares; 2025Q1: 1,898 shares; 2025Q2: 1,387 shares; 2025Q3: 1,245 shares 1,245 $359K <0.01% -142 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: not reported; 2025Q1: 9,605 shares; 2025Q2: 8,263 shares; 2025Q3: 9,681 shares 9,681 $359K <0.01% +1,418 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,504 shares; 2025Q1: 2,399 shares; 2025Q2: 2,668 shares; 2025Q3: 2,861 shares 2,861 $358K <0.01% +193 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,339 shares; 2025Q1: not reported; 2025Q2: 4,949 shares; 2025Q3: 5,277 shares 5,277 $356K <0.01% +328 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 8,118 shares; 2025Q1: 8,198 shares; 2025Q2: 8,359 shares; 2025Q3: 7,916 shares 7,916 $356K <0.01% -443 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,469 shares; 2025Q1: 2,728 shares; 2025Q2: 2,576 shares; 2025Q3: 1,451 shares 1,451 $356K <0.01% -1,125 Timeline ALX ALEXANDERS INC More: the full row for ALEXANDERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,514 shares 1,514 $355K <0.01% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,145 shares 9,145 $354K <0.01% new Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,165 shares; 2024Q4: 14,697 shares; 2025Q1: 15,229 shares; 2025Q2: 14,861 shares; 2025Q3: 14,235 shares 14,235 $354K <0.01% -626 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 891 shares; 2025Q1: 897 shares; 2025Q2: 964 shares; 2025Q3: 817 shares 817 $353K <0.01% -147 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,590 shares; 2025Q1: 1,103 shares; 2025Q2: 1,284 shares; 2025Q3: 1,385 shares 1,385 $352K <0.01% +101 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,020 shares; 2024Q4: 5,118 shares; 2025Q1: 6,433 shares; 2025Q2: 6,502 shares; 2025Q3: 5,728 shares 5,728 $352K <0.01% -774 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,679 shares; 2024Q4: 5,961 shares; 2025Q1: 6,140 shares; 2025Q2: not reported; 2025Q3: 2,530 shares 2,530 $351K <0.01% new Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,448 shares 4,448 $349K <0.01% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,463 shares; 2025Q3: 4,719 shares 4,719 $349K <0.01% +256 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,251 shares; 2025Q3: 1,264 shares 1,264 $348K <0.01% +13 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,722 shares; 2024Q4: 12,452 shares; 2025Q1: 12,295 shares; 2025Q2: 10,944 shares; 2025Q3: 15,980 shares 15,980 $345K <0.01% +5,036 Timeline ANNX ANNEXON INC More: the full row for ANNEXON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,068 shares; 2024Q4: 118,068 shares; 2025Q1: 83,068 shares; 2025Q2: 113,068 shares; 2025Q3: 113,068 shares 113,068 $345K <0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,035 shares; 2024Q4: 9,127 shares; 2025Q1: 8,600 shares; 2025Q2: 8,457 shares; 2025Q3: 7,659 shares 7,659 $344K <0.01% -798 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,957 shares; 2024Q4: 8,161 shares; 2025Q1: not reported; 2025Q2: 8,642 shares; 2025Q3: 8,157 shares 8,157 $343K <0.01% -485 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 2,506 shares; 2025Q1: not reported; 2025Q2: 2,019 shares; 2025Q3: 2,050 shares 2,050 $343K <0.01% +31 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,741 shares; 2024Q4: 7,401 shares; 2025Q1: 9,625 shares; 2025Q2: 9,570 shares; 2025Q3: 9,522 shares 9,522 $342K <0.01% -48 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,857 shares; 2024Q4: 16,998 shares; 2025Q1: 21,985 shares; 2025Q2: not reported; 2025Q3: 6,764 shares 6,764 $342K <0.01% new Timeline SAIL SAILPOINT INC More: the full row for SAILPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,501 shares 15,501 $342K <0.01% new Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,995 shares; 2024Q4: 7,220 shares; 2025Q1: 7,601 shares; 2025Q2: 9,417 shares; 2025Q3: 7,573 shares 7,573 $341K <0.01% -1,844 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,186 shares 7,186 $341K <0.01% new Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 4,561 shares; 2025Q1: 4,374 shares; 2025Q2: 4,176 shares; 2025Q3: 3,952 shares 3,952 $340K <0.01% -224 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,147 shares; 2025Q1: not reported; 2025Q2: 2,273 shares; 2025Q3: 2,459 shares 2,459 $340K <0.01% +186 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,058 shares; 2024Q4: 4,450 shares; 2025Q1: 5,887 shares; 2025Q2: not reported; 2025Q3: 4,532 shares 4,532 $340K <0.01% new Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 4,497 shares; 2025Q1: 4,095 shares; 2025Q2: 3,811 shares; 2025Q3: 3,600 shares 3,600 $339K <0.01% -211 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,340 shares; 2025Q2: 9,385 shares; 2025Q3: 13,286 shares 13,286 $339K <0.01% +3,901 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,365 shares 2,365 $339K <0.01% new Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,725 shares; 2025Q1: 2,524 shares; 2025Q2: 2,560 shares; 2025Q3: 2,348 shares 2,348 $337K <0.01% -212 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,593 shares; 2025Q1: not reported; 2025Q2: 9,265 shares; 2025Q3: 7,673 shares 7,673 $336K <0.01% -1,592 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 398 shares; 2025Q1: 419 shares; 2025Q2: 562 shares; 2025Q3: 562 shares 562 $335K <0.01% 0 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,298 shares; 2025Q1: 1,250 shares; 2025Q2: 1,268 shares; 2025Q3: 1,255 shares 1,255 $334K <0.01% -13 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,951 shares; 2025Q1: 3,988 shares; 2025Q2: 9,541 shares; 2025Q3: 6,035 shares 6,035 $333K <0.01% -3,506 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,102 shares; 2024Q4: 6,972 shares; 2025Q1: 7,296 shares; 2025Q2: 3,735 shares; 2025Q3: 4,223 shares 4,223 $332K <0.01% +488 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,654 shares; 2024Q4: 8,654 shares; 2025Q1: 8,654 shares; 2025Q2: 8,654 shares; 2025Q3: 8,654 shares 8,654 $332K <0.01% 0 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,378 shares; 2024Q4: 4,831 shares; 2025Q1: not reported; 2025Q2: 4,684 shares; 2025Q3: 4,493 shares 4,493 $331K <0.01% -191 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,660 shares; 2025Q1: 4,320 shares; 2025Q2: 4,534 shares; 2025Q3: 5,644 shares 5,644 $331K <0.01% +1,110 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,688 shares; 2024Q4: 32,296 shares; 2025Q1: 32,320 shares; 2025Q2: 31,718 shares; 2025Q3: 32,116 shares 32,116 $331K <0.01% +398 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,021 shares; 2024Q4: 22,845 shares; 2025Q1: 20,459 shares; 2025Q2: 12,821 shares; 2025Q3: 10,594 shares 10,594 $330K <0.01% -2,227 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,907 shares; 2025Q3: 4,909 shares 4,909 $330K <0.01% +2 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,333 shares; 2024Q4: 5,247 shares; 2025Q1: not reported; 2025Q2: 4,582 shares; 2025Q3: 4,214 shares 4,214 $330K <0.01% -368 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,651 shares; 2024Q4: 13,772 shares; 2025Q1: 15,386 shares; 2025Q2: 17,058 shares; 2025Q3: 15,958 shares 15,958 $330K <0.01% -1,100 VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,571 shares; 2025Q1: 1,653 shares; 2025Q2: 1,578 shares; 2025Q3: 1,570 shares 1,570 $329K <0.01% -8 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,206 shares; 2025Q2: 9,789 shares; 2025Q3: 9,059 shares 9,059 $329K <0.01% -730 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,298 shares; 2024Q4: 12,304 shares; 2025Q1: not reported; 2025Q2: 10,621 shares; 2025Q3: 9,675 shares 9,675 $326K <0.01% -946 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 5,638 shares; 2025Q1: 5,566 shares; 2025Q2: 5,029 shares; 2025Q3: 4,688 shares 4,688 $326K <0.01% -341 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,858 shares; 2025Q2: 16,214 shares; 2025Q3: 16,776 shares 16,776 $325K <0.01% +562 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,892 shares; 2025Q1: not reported; 2025Q2: 8,088 shares; 2025Q3: 9,264 shares 9,264 $324K <0.01% +1,176 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 2,056 shares; 2025Q1: 2,025 shares; 2025Q2: 2,265 shares; 2025Q3: 2,334 shares 2,334 $321K <0.01% +69 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,391 shares; 2025Q3: 4,353 shares 4,353 $321K <0.01% +962 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,613 shares; 2024Q4: 8,228 shares; 2025Q1: 10,632 shares; 2025Q2: 10,538 shares; 2025Q3: 10,474 shares 10,474 $320K <0.01% -64 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,287 shares; 2024Q4: 6,845 shares; 2025Q1: 10,373 shares; 2025Q2: 9,452 shares; 2025Q3: 7,937 shares 7,937 $320K <0.01% -1,515 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,844 shares; 2025Q1: 3,224 shares; 2025Q2: 1,299 shares; 2025Q3: 1,233 shares 1,233 $319K <0.01% -66 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 10,307 shares; 2025Q1: not reported; 2025Q2: 2,166 shares; 2025Q3: 2,611 shares 2,611 $317K <0.01% +445 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,917 shares; 2025Q1: 7,281 shares; 2025Q2: 7,508 shares; 2025Q3: 7,810 shares 7,810 $316K <0.01% +302 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,512 shares; 2025Q1: 4,321 shares; 2025Q2: 4,068 shares; 2025Q3: 3,420 shares 3,420 $316K <0.01% -648 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 4,113 shares; 2025Q1: not reported; 2025Q2: 4,162 shares; 2025Q3: 4,137 shares 4,137 $315K <0.01% -25 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,194 shares; 2024Q4: 13,336 shares; 2025Q1: 12,986 shares; 2025Q2: 12,365 shares; 2025Q3: 13,114 shares 13,114 $313K <0.01% +749 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,667 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,042 shares; 2025Q3: 9,658 shares 9,658 $311K <0.01% -1,384 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,723 shares; 2025Q1: 2,630 shares; 2025Q2: 2,465 shares; 2025Q3: 1,003 shares 1,003 $311K <0.01% -1,462 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,707 shares; 2024Q4: 8,087 shares; 2025Q1: 7,591 shares; 2025Q2: 6,260 shares; 2025Q3: 4,532 shares 4,532 $311K <0.01% -1,728 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,692 shares; 2024Q4: 21,156 shares; 2025Q1: not reported; 2025Q2: 18,813 shares; 2025Q3: 25,348 shares 25,348 $310K <0.01% +6,535 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,729 shares; 2025Q1: 1,863 shares; 2025Q2: 1,941 shares; 2025Q3: 2,341 shares 2,341 $308K <0.01% +400 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,972 shares; 2025Q1: 1,269 shares; 2025Q2: 1,174 shares; 2025Q3: 1,073 shares 1,073 $307K <0.01% -101 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,445 shares; 2024Q4: 13,592 shares; 2025Q1: 19,095 shares; 2025Q2: 6,710 shares; 2025Q3: 7,013 shares 7,013 $307K <0.01% +303 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 959 shares; 2025Q1: not reported; 2025Q2: 976 shares; 2025Q3: 907 shares 907 $306K <0.01% -69 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 2,039 shares; 2025Q1: 2,047 shares; 2025Q2: 2,111 shares; 2025Q3: 1,933 shares 1,933 $306K <0.01% -178 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,489 shares; 2025Q1: not reported; 2025Q2: 7,376 shares; 2025Q3: 6,574 shares 6,574 $305K <0.01% -802 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,844 shares 5,844 $305K <0.01% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,701 shares; 2025Q1: 3,080 shares; 2025Q2: 3,505 shares; 2025Q3: 3,178 shares 3,178 $304K <0.01% -327 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,089 shares; 2025Q2: 8,372 shares; 2025Q3: 5,425 shares 5,425 $304K <0.01% -2,947 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,914 shares; 2025Q3: 5,914 shares 5,914 $304K <0.01% 0 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,295 shares; 2024Q4: 50,172 shares; 2025Q1: 62,498 shares; 2025Q2: 65,735 shares; 2025Q3: 4,335 shares 4,335 $304K <0.01% -61,400 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 8,053 shares; 2025Q1: not reported; 2025Q2: 6,025 shares; 2025Q3: 6,876 shares 6,876 $303K <0.01% +851 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,344 shares; 2024Q4: 2,785 shares; 2025Q1: not reported; 2025Q2: 1,999 shares; 2025Q3: 1,939 shares 1,939 $303K <0.01% -60 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 4,475 shares; 2025Q1: 4,424 shares; 2025Q2: 4,188 shares; 2025Q3: 4,701 shares 4,701 $303K <0.01% +513 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,723 shares; 2025Q3: 5,924 shares 5,924 $301K <0.01% +201 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,509 shares; 2025Q1: 20,890 shares; 2025Q2: 21,125 shares; 2025Q3: 10,236 shares 10,236 $301K <0.01% -10,889 Timeline XHS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,451 shares; 2025Q3: 2,950 shares 2,950 $300K <0.01% +499 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,432 shares 6,432 $300K <0.01% new Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,390 shares; 2025Q1: not reported; 2025Q2: 2,155 shares; 2025Q3: 1,986 shares 1,986 $299K <0.01% -169 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: 1,050 shares; 2025Q1: 895 shares; 2025Q2: 824 shares; 2025Q3: 930 shares 930 $299K <0.01% +106 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,900 shares 11,900 $296K <0.01% new Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,478 shares; 2025Q3: 5,147 shares 5,147 $295K <0.01% -331 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,516 shares 11,516 $294K <0.01% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 3,495 shares; 2025Q1: 2,669 shares; 2025Q2: 2,413 shares; 2025Q3: 2,397 shares 2,397 $293K <0.01% -16 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,241 shares; 2025Q3: 974 shares 974 $292K <0.01% -267 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,944 shares; 2024Q4: 6,672 shares; 2025Q1: not reported; 2025Q2: 6,393 shares; 2025Q3: 5,533 shares 5,533 $292K <0.01% -860 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,548 shares; 2025Q1: 19,305 shares; 2025Q2: 27,875 shares; 2025Q3: 16,223 shares 16,223 $292K <0.01% -11,652 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 5,966 shares; 2025Q1: 5,511 shares; 2025Q2: 5,563 shares; 2025Q3: 5,568 shares 5,568 $291K <0.01% +5 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,480 shares 12,480 $291K <0.01% new Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,263 shares 5,263 $290K <0.01% new Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,996 shares; 2024Q4: not reported; 2025Q1: 7,223 shares; 2025Q2: 8,396 shares; 2025Q3: 9,042 shares 9,042 $288K <0.01% +646 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,688 shares; 2025Q1: 13,440 shares; 2025Q2: 13,359 shares; 2025Q3: 14,720 shares 14,720 $287K <0.01% +1,361 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,790 shares; 2025Q1: 7,186 shares; 2025Q2: 8,470 shares; 2025Q3: 4,497 shares 4,497 $286K <0.01% -3,973 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,255 shares; 2025Q3: 5,289 shares 5,289 $286K <0.01% +34 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,141 shares; 2025Q2: 8,074 shares; 2025Q3: 9,965 shares 9,965 $285K <0.01% +1,891 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,572 shares 5,572 $282K <0.01% new Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,639 shares; 2025Q3: 1,584 shares 1,584 $282K <0.01% -55 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,451 shares; 2025Q1: 4,223 shares; 2025Q2: not reported; 2025Q3: 4,705 shares 4,705 $280K <0.01% new Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,626 shares; 2025Q1: 2,725 shares; 2025Q2: 2,850 shares; 2025Q3: 2,810 shares 2,810 $277K <0.01% -40 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,881 shares 10,881 $277K <0.01% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,446 shares 1,446 $277K <0.01% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,032 shares; 2025Q1: 5,499 shares; 2025Q2: 5,299 shares; 2025Q3: 5,311 shares 5,311 $277K <0.01% +12 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,891 shares; 2025Q3: 4,565 shares 4,565 $276K <0.01% +1,674 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares 2,030 $275K <0.01% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 2,297 shares; 2025Q1: 1,776 shares; 2025Q2: 1,889 shares; 2025Q3: 1,373 shares 1,373 $274K <0.01% -516 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,102 shares; 2025Q3: 8,135 shares 8,135 $272K <0.01% +33 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,062 shares; 2025Q2: 6,251 shares; 2025Q3: 6,335 shares 6,335 $272K <0.01% +84 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,195 shares; 2024Q4: 18,339 shares; 2025Q1: 13,677 shares; 2025Q2: 13,060 shares; 2025Q3: 13,236 shares 13,236 $270K <0.01% +176 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 6,036 shares; 2025Q1: not reported; 2025Q2: 3,722 shares; 2025Q3: 3,915 shares 3,915 $270K <0.01% +193 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,434 shares; 2025Q1: 5,680 shares; 2025Q2: 5,433 shares; 2025Q3: 5,543 shares 5,543 $270K <0.01% +110 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,193 shares; 2024Q4: 7,284 shares; 2025Q1: not reported; 2025Q2: 7,379 shares; 2025Q3: 7,639 shares 7,639 $270K <0.01% +260 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,332 shares; 2025Q3: 5,622 shares 5,622 $269K <0.01% -710 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,374 shares; 2024Q4: 6,686 shares; 2025Q1: 7,497 shares; 2025Q2: 3,075 shares; 2025Q3: 2,053 shares 2,053 $269K <0.01% -1,022 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,467 shares; 2025Q1: not reported; 2025Q2: 15,272 shares; 2025Q3: 8,081 shares 8,081 $268K <0.01% -7,191 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,723 shares 10,723 $267K <0.01% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,135 shares; 2024Q4: 10,493 shares; 2025Q1: not reported; 2025Q2: 5,244 shares; 2025Q3: 4,808 shares 4,808 $267K <0.01% -436 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,719 shares; 2025Q3: 6,630 shares 6,630 $266K <0.01% +911 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,481 shares; 2024Q4: 306,857 shares; 2025Q1: 342,342 shares; 2025Q2: 25,141 shares; 2025Q3: 22,797 shares 22,797 $266K <0.01% -2,344 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,559 shares 4,559 $264K <0.01% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 277 shares; 2025Q1: 297 shares; 2025Q2: 248 shares; 2025Q3: 215 shares 215 $264K <0.01% -33 Timeline CUSHMAN & WAKEFIELD UK HOLDC CUSHMAN & WAKEFIELD UK HOLDC More: the full row for CUSHMAN & WAKEFIELD UK HOLDC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,598 shares 16,598 $264K <0.01% new REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,712 shares; 2025Q3: 3,096 shares 3,096 $263K <0.01% +384 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,872 shares; 2024Q4: 13,267 shares; 2025Q1: not reported; 2025Q2: 8,277 shares; 2025Q3: 9,704 shares 9,704 $262K <0.01% +1,427 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,493 shares; 2025Q1: not reported; 2025Q2: 3,181 shares; 2025Q3: 3,156 shares 3,156 $262K <0.01% -25 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,155 shares; 2025Q3: 10,750 shares 10,750 $262K <0.01% -2,405 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,359 shares; 2024Q4: 12,394 shares; 2025Q1: 7,006 shares; 2025Q2: 5,515 shares; 2025Q3: 6,128 shares 6,128 $261K <0.01% +613 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,885 shares; 2025Q3: 6,826 shares 6,826 $261K <0.01% -59 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 3,093 shares; 2025Q1: not reported; 2025Q2: 3,231 shares; 2025Q3: 3,472 shares 3,472 $261K <0.01% +241 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,885 shares; 2025Q3: 1,917 shares 1,917 $258K <0.01% +32 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,152 shares; 2024Q4: 4,288 shares; 2025Q1: 4,320 shares; 2025Q2: 4,248 shares; 2025Q3: 3,110 shares 3,110 $257K <0.01% -1,138 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,385 shares; 2024Q4: 7,147 shares; 2025Q1: 7,165 shares; 2025Q2: 6,030 shares; 2025Q3: 3,326 shares 3,326 $255K <0.01% -2,704 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,355 shares; 2025Q2: 10,302 shares; 2025Q3: 10,144 shares 10,144 $255K <0.01% -158 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,872 shares; 2024Q4: 7,815 shares; 2025Q1: not reported; 2025Q2: 6,142 shares; 2025Q3: 4,440 shares 4,440 $255K <0.01% -1,702 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,968 shares; 2024Q4: 6,412 shares; 2025Q1: not reported; 2025Q2: 7,381 shares; 2025Q3: 7,499 shares 7,499 $255K <0.01% +118 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,296 shares; 2024Q4: 4,088 shares; 2025Q1: 3,180 shares; 2025Q2: 1,167 shares; 2025Q3: 1,142 shares 1,142 $254K <0.01% -25 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,413 shares 2,413 $253K <0.01% new Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,032 shares; 2024Q4: 9,017 shares; 2025Q1: 8,546 shares; 2025Q2: 8,145 shares; 2025Q3: 7,574 shares 7,574 $253K <0.01% -571 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,731 shares; 2024Q4: 5,024 shares; 2025Q1: 5,107 shares; 2025Q2: not reported; 2025Q3: 7,485 shares 7,485 $252K <0.01% new Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,713 shares; 2025Q2: 6,468 shares; 2025Q3: 7,058 shares 7,058 $251K <0.01% +590 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,048 shares; 2025Q2: 10,548 shares; 2025Q3: 8,080 shares 8,080 $251K <0.01% -2,468 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,932 shares; 2024Q4: 19,128 shares; 2025Q1: not reported; 2025Q2: 18,980 shares; 2025Q3: 12,985 shares 12,985 $250K <0.01% -5,995 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,933 shares 3,933 $250K <0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 691 shares; 2025Q1: 799 shares; 2025Q2: 829 shares; 2025Q3: 757 shares 757 $249K <0.01% -72 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 884 shares 884 $247K <0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,440 shares; 2025Q1: 7,178 shares; 2025Q2: 14,116 shares; 2025Q3: 2,141 shares 2,141 $246K <0.01% -11,975 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,731 shares; 2025Q3: 8,677 shares 8,677 $246K <0.01% +946 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,774 shares; 2025Q1: 12,932 shares; 2025Q2: 12,046 shares; 2025Q3: 10,005 shares 10,005 $246K <0.01% -2,041 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,181 shares; 2025Q3: 4,341 shares 4,341 $246K <0.01% -2,840 Timeline RNAM AVIDITY BIOSCIENCES INC More: the full row for AVIDITY BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,596 shares 5,596 $244K <0.01% new Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,614 shares; 2025Q1: 2,423 shares; 2025Q2: 2,468 shares; 2025Q3: 2,362 shares 2,362 $244K <0.01% -106 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,114 shares; 2024Q4: 9,158 shares; 2025Q1: not reported; 2025Q2: 6,179 shares; 2025Q3: 6,128 shares 6,128 $244K <0.01% -51 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,460 shares; 2024Q4: 19,580 shares; 2025Q1: not reported; 2025Q2: 6,331 shares; 2025Q3: 6,084 shares 6,084 $243K <0.01% -247 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,384 shares; 2025Q3: 6,254 shares 6,254 $243K <0.01% -130 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,814 shares 4,814 $242K <0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,081 shares; 2024Q4: 30,744 shares; 2025Q1: not reported; 2025Q2: 21,322 shares; 2025Q3: 21,168 shares 21,168 $241K <0.01% -154 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,735 shares; 2025Q3: 4,535 shares 4,535 $240K <0.01% -200 Timeline